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Nu Holdings

253 hedge funds and large institutions have $10.2B invested in Nu Holdings in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 96 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 21

113% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 45

25% more funds holding

Funds holding: 202253 (+51)

17% more funds holding in top 10

Funds holding in top 10: 3035 (+5)

15% more capital invested

Capital invested by funds: $8.88B → $10.2B (+$1.3B)

6% more call options, than puts

Call options by funds: $71.5M | Put options by funds: $67.8M

1.8% less ownership

Funds ownership: 68.07%66.28% (-1.8%)

Holders
253
Holders Change
+51
Holders Change %
+25.25%
% of All Funds
4.36%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.6%
New
73
Increased
96
Reduced
45
Closed
21
Calls
$71.5M
Puts
$67.8M
Net Calls
+$3.77M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
151
Mariner
Kansas
$349K +$364K +79,268 New
Northern Trust
152
Northern Trust
Illinois
$348K +$194K +42,196 +115%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$339K +$354K +77,152 New
HLA
154
Hamilton Lane Advisors
Pennsylvania
$331K -$574K -125,000 -62%
FRA
155
Frank Rimerman Advisors
California
$331K
Bank of New York Mellon
156
Bank of New York Mellon
New York
$318K +$226K +49,246 +215%
GAM
157
Gotham Asset Management
New York
$316K +$217K +47,182 +192%
CG
158
Caprock Group
Idaho
$280K
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$267K +$204K +44,399 +273%
AWS
160
AJ Wealth Strategies
New York
$264K +$193K +42,022 +233%
Arrowstreet Capital
161
Arrowstreet Capital
Massachusetts
$259K +$270K +58,775 New
EF
162
Empowered Funds
Pennsylvania
$240K +$129K +28,157 +107%
RJA
163
Raymond James & Associates
Florida
$236K -$5.74K -1,250 -2%
TCM
164
Triumph Capital Management
Colorado
$236K +$247K +53,721 New
QFA
165
Quattro Financial Advisors
Texas
$220K +$230K +50,000 New
CSPAM
166
Cary Street Partners Asset Management
Virginia
$214K +$97.8K +21,314 +78%
HC
167
Henshaw Capital
Massachusetts
$212K +$221K +48,217 New
GCM
168
Graham Capital Management
Connecticut
$210K -$247K -53,740 -53%
SW
169
SVB Wealth
Massachusetts
$208K +$216K +47,156 New
Brown Advisory
170
Brown Advisory
Maryland
$206K +$215K +46,771 New
Wells Fargo
171
Wells Fargo
California
$205K +$162K +35,193 +311%
Osaic Holdings
172
Osaic Holdings
Arizona
$193K +$62K +13,499 +44%
Mitsubishi UFJ Asset Management
173
Mitsubishi UFJ Asset Management
Japan
$188K
SPIA
174
Steward Partners Investment Advisory
New York
$183K +$78K +17,000 +69%
TA
175
Tiedemann Advisors
New York
$174K +$181K +39,520 New

NU Hedge Fund Activity: Q3 2022 in Review

253 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nu Holdings (NU) for Q3 2022, worth a combined $10.2B — up 15% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new NU positions and 21 closed out — a net gain of 52 holders — while 96 added to existing stakes and 45 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $265M. The largest seller was Tiger Global Management, cutting an estimated $719M.

  • 253 institutional investors held Nu Holdings (NU) as of Q3 2022, up from 202 in Q2 2022.
  • Funds reported $10.2B of Nu Holdings stock for Q3 2022, up 15% quarter-over-quarter.
  • 73 funds opened new Nu Holdings positions in Q3 2022 and 21 closed out, a net change of +52 holders.
  • The largest Nu Holdings buyer in Q3 2022 was Baillie Gifford & Co, an estimated $265M added.
  • The largest Nu Holdings seller in Q3 2022 was Tiger Global Management, an estimated $719M sold.

Based on aggregated 13F filings for Q3 2022.